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Welch & Forbes’s Medtronic MDT Stock Holding History

Welch & Forbes’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Sell
34,073
-3,690
-10% -$298K 0.03% 167
2026
Q1 		$3.27M Sell
37,763
-3,312
-8% -$317K 0.04% 151
2025
Q4 		$3.95M Sell
41,075
-3,440
-8% -$334K 0.05% 140
2025
Q3 		$4.24M Sell
44,515
-2,245
-5% -$206K 0.05% 135
2025
Q2 		$4.08M Buy
46,760
+550
+1% +$46.6K 0.05% 137
2025
Q1 		$4.15M Sell
46,210
-5,916
-11% -$529K 0.05% 133
2024
Q4 		$4.16M Sell
52,126
-5,280
-9% -$457K 0.05% 137
2024
Q3 		$5.17M Sell
57,406
-3,345
-6% -$281K 0.07% 129
2024
Q2 		$4.7M Sell
60,751
-9,639
-14% -$790K 0.06% 128
2024
Q1 		$6.13M Sell
70,390
-13,444
-16% -$1.15M 0.08% 120
2023
Q4 		$6.91M Sell
83,834
-18,116
-18% -$1.38M 0.1% 111
2023
Q3 		$7.99M Sell
101,950
-20,436
-17% -$1.71M 0.13% 102
2023
Q2 		$10.8M Buy
122,386
+1,135
+0.9% +$97.7K 0.17% 97
2023
Q1 		$9.78M Sell
121,251
-12,486
-9% -$1.02M 0.17% 99
2022
Q4 		$10.4M Sell
133,737
-7,343
-5% -$595K 0.19% 100
2022
Q3 		$11.4M Buy
141,080
+1,711
+1% +$154K 0.22% 92
2022
Q2 		$12.5M Sell
139,369
-1,894
-1% -$192K 0.23% 93
2022
Q1 		$15.7M Sell
141,263
-2,670
-2% -$282K 0.25% 86
2021
Q4 		$14.9M Buy
143,933
+665
+0.5% +$77K 0.22% 90
2021
Q3 		$18M Sell
143,268
-2,198
-2% -$284K 0.3% 82
2021
Q2 		$18.1M Sell
145,466
-5,190
-3% -$652K 0.31% 82
2021
Q1 		$17.8M Sell
150,656
-66
-0% -$7.74K 0.33% 78
2020
Q4 		$17.7M Sell
150,722
-4,990
-3% -$549K 0.35% 75
2020
Q3 		$16.2M Sell
155,712
-2,561
-2% -$257K 0.35% 75
2020
Q2 		$14.5M Buy
158,273
+2,161
+1% +$207K 0.34% 75
2020
Q1 		$14.1M Buy
156,112
+392
+0.3% +$41.7K 0.39% 72
2019
Q4 		$17.7M Buy
155,720
+3,405
+2% +$374K 0.39% 75
2019
Q3 		$16.5M Buy
152,315
+6,658
+5% +$695K 0.39% 72
2019
Q2 		$14.2M Buy
145,657
+12,880
+10% +$1.18M 0.35% 78
2019
Q1 		$12.1M Buy
132,777
+10,395
+8% +$930K 0.3% 84
2018
Q4 		$11.1M Buy
122,382
+2,250
+2% +$210K 0.31% 84
2018
Q3 		$11.8M Buy
+120,132
New +$11.1M 0.28% 94
2018
Q2 		– Sell
-121,904
Closed -$9.78M – 365
2018
Q1 		$9.78M Buy
+121,904
New +$10.1M 0.25% 96
2017
Q4 		– Sell
-119,395
Closed -$9.29M – 350
2017
Q3 		$9.29M Buy
119,395
+18,625
+18% +$1.55M 0.24% 101
2017
Q2 		$8.94M Buy
100,770
+3,235
+3% +$273K 0.25% 98
2017
Q1 		$7.86M Buy
97,535
+3,995
+4% +$312K 0.22% 105
2016
Q4 		$6.66M Buy
+93,540
New +$7.35M 0.2% 114
2016
Q3 		– Sell
-86,938
Closed -$7.54M – 339
2016
Q2 		$7.54M Buy
86,938
+6,210
+8% +$502K 0.23% 104
2016
Q1 		$6.05M Buy
+80,728
New +$6.08M 0.19% 115
2015
Q4 		– Sell
-72,141
Closed -$4.83M – 338
2015
Q3 		$4.83M Buy
72,141
+809
+1% +$59.6K 0.16% 116
2015
Q2 		$5.29M Buy
71,332
+313
+0.4% +$23.9K 0.16% 120
2015
Q1 		$5.54M Buy
71,019
+35,582
+100% +$2.7M 0.17% 121
2014
Q4 		$2.56M Sell
35,437
-5,732
-14% -$398K 0.08% 154
2014
Q3 		$2.55M Buy
41,169
+4,548
+12% +$289K 0.08% 154
2014
Q2 		$2.33M Sell
36,621
-200
-0.5% -$12.2K 0.07% 149
2014
Q1 		$2.27M Sell
36,821
-1,000
-3% -$58.3K 0.07% 155
2013
Q4 		$2.17M Sell
37,821
-743
-2% -$42.1K 0.07% 148
2013
Q3 		$2.05M Buy
38,564
+152
+0.4% +$8.18K 0.07% 153
2013
Q2 		$1.98M Buy
+38,412
New +$1.9M 0.07% 153

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch & Forbes's MDT Position: Q2 2026 in Review

Welch & Forbes reduced its Medtronic (MDT) stake by 9.8% in Q2 2026, selling an estimated $298K and leaving 34,073 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #167.

Welch & Forbes first reported a position in MDT in Q2 2013 and has held it in 49 quarters since. The position peaked at $18.1M in Q2 2021. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Welch & Forbes held 34,073 shares of Medtronic worth $2.67M as of Q2 2026.
  • Welch & Forbes sold 3,690 Medtronic shares in Q2 2026, an estimated $298K.
  • Medtronic made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #167 holding.
  • Welch & Forbes first reported a position in Medtronic in Q2 2013 and has held it in 49 quarters since.
  • Welch & Forbes's Medtronic position peaked at $18.1M in Q2 2021.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.